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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,450 | $209,428-73.5% | $178,498-68.9% | $158,950-65.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.22% | 188.78%-188.6pp | 151.09%-150.9pp | 302.91%-302.7pp |
| Employer contribution / active EE | $5,713 | $5,707+0.1% | $5,011+14.0% | $4,762+20.0% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |